Filed OPSAccount, workspace, users, clients, leads, messages, jobs, quotes, invoices, files and other operational data, subject to legal and financial retention duties.
GoogleStored OAuth tokens, account identifiers and data imported through Google Calendar, Google Ads and Google Local Services. Google revocation stops new sync, but already imported data must be deleted from the CRM when requested.
Meta / Facebook / InstagramTokens, Page/Instagram identifiers, Lead Ads, messages, webhooks and imported data. This page may be used as the public data-deletion instructions URL for Meta integrations.
WhatsAppInstance connection/credentials, identifiers, messages and history imported by the CRM, subject to legal retention and provider policies.
EmailProtected IMAP/SMTP credentials, imported messages and leads/conversations generated from the connected mailbox.